See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,765 | $148,534+43.9% | $135,903+57.3% | $139,434+53.3% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.66% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,253 | $5,243+19.3% | $4,856+28.8% | $4,751+31.6% |
| Participant deferral / active EE | $5,367 | $8,100-33.7% | $7,758-30.8% | $6,710-20.0% |
| Admin fee / account holder | $102 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |